Jenny Pham in

Jenny Pham

Planner · DISC type Sc
Sr. Lending Specialist at Citizens Private Bank
📍 Fountain Valley, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
24 Years
Current Role
Sr. Lending Specialist
Job Level
Junior
Location
Fountain Valley, California, United States
Personality Overview

How Jenny shows up

Overcautious
Deliberate
Slower Adopter

They tend to be clear about their needs and limitations and are unlikely to promise too much. Being observant comes to them naturally. They do not like taking risks at all and go for proven options in the end.

Priorities

Topics Jenny cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

9-2024
Sr. Lending Specialist
Citizens Private Bank
8-2017 - 7-2024
Sr. Residential & Commercial Loan Specialist
First Republic now part of JPMorgan Chase
8-2012 - 8-2017
Sr. Underwriter & Team Lead (VA SAR | FHA DE)
Plaza Home Mortgage, Inc.
5-2012 - 8-2012
Sr. Underwriter (FHA DE)
New Penn Financial, LLC
5-2011 - 5-2012
Sr. Underwriter (FHA DE)
MetLife Home Loans
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
BA
UC Irvine
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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